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To: Tony Viola who wrote (98660)	2/10/2000 12:12:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Intel investors, another large corporate purchase, although not as big as the other two, but all Intel again. Eli Lilly this time. That makes it 3 for 3. Ted Williams would take that. Message 12825647 CPQ NEWS by: hsinarm 2/9/00 6:34 pm Msg: 140194 of 140198 U.S. pharmaceuticals company Eli Lilly & Co. purchased nearly 4,000 Compaq Armada 7400 notebook PCs as part of a sales force automation project in North America. Compaq's sales team bested competition from Dell, IBM and Toshiba to seal the deal, valued at more than $11 million. Compaq page on Armadas: compaq.com

To: Tony Viola who wrote (98660)	2/10/2000 10:30:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Tony, re: IDC report Notice the "sweet spot" of the Server market? The one Intel's gearing up for: The [Linux] OS is more popular in low-end file and print servers [i.e. where there's no money]. [While] The versions of Unix [not Linux] combined may make up less than a sixth of the market, but they bring in more than half the revenue, earning 53 percent of the $5.7 billion in server operating system sales in 1999 Win NT has $1.7B out of $5.7B. Itanium gives Win2000 the opportunity to partake in the "53% of the $5.7B" marketplace. ==> That's a $3.0B new Server OS opportunity for Microsoft. Cheers, Amy J

To: Tony Viola who wrote (98660)	2/10/2000 12:00:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Tony, thanks for the awesome IDC report on Server OS. So, does Win NT make 35 times more money than Linux for the same pro-rated unit market share: Linux...$32MM (25% unitshare) (0.5% revenueshare) NT......$1.7B (38% unitshare) (30% revenueshare) Win NT 31% growth (revenue) Win NT 24% growth (units) 35 = $1.7B / [ 38%NT/25%Linux * $32MM ] = $1.7B/$48.64MM = 35 X's Amy J PS This is my second attempt at posting this. First time it didn't post. Not sure why?